Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q2 2025 (June 30)104holders +3
10new positions
6sold out
$14.38avg. 13F price*
At the end of Q2 2025, 104 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, up 3 from Q1 2025. 10 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($26.3M), Bank of America Corp. ($15.8M) and Raymond James Financial Inc. ($10.5M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.5M |
| Exits | 6 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,349,182 shares bought and 811,333 shares sold, net +537,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Morgan Stanley | 0.00% | Reduce -3.1% | 1,832,235 | $26.3M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 1,098,923 | $15.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 732,417 | $10.5M |
| Saba Capital Management, L.P. | 0.28% | Add +144.7% | 712,188 | $10.2M |
| Guggenheim Capital LLC | 0.07% | Add +3.6% | 595,485 | $8.5M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 585,307 | $8.4M |
| Wells Fargo & Company | 0.00% | Reduce -20.2% | 565,737 | $8.1M |
| Cornerstone Advisors, LLC | 0.23% | Add +1.6% | 472,330 | $6.8M |
| Shaker Financial Services, LLC | 2.44% | Add +70.1% | 459,536 | $6.7M |
| UBS Group AG | 0.00% | Reduce -10.3% | 445,173 | $6.4M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -3.6% | 390,082 | $6.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2755.0% | 353,986 | $5.1M |
| AQR Arbitrage LLC | 0.18% | Reduce -12.2% | 350,287 | $5.0M |
| Wolverine Asset Management LLC | 0.26% | Add +11.8% | 249,718 | $3.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.25% | Reduce -14.5% | 244,209 | $3.5M |
| LPL Financial LLC | 0.00% | Add +40.7% | 196,371 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -0.8% | 161,386 | $2.3M |
| 1607 Capital Partners, LLC | 0.19% | Reduce -10.5% | 159,611 | $2.3M |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 116,475 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +15.6% | 100,592 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -15.5% | 99,210 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +22.6% | 94,562 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 88,666 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 85,442 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +7.8% | 78,244 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 78,086 | $1.1M |
| Ionic Capital Management LLC | 1.59% | No change | 72,407 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.8% | 67,692 | $971K |
| Cetera Investment Advisers | 0.00% | Add +9.7% | 61,078 | $876K |
| &partners | 0.01% | Add +106.7% | 59,958 | $860K |
| Shulman DeMeo Asset Management LLC | 0.21% | Reduce -0.1% | 59,944 | $860K |
| NewEdge Advisors, LLC | 0.00% | Add +57.1% | 50,625 | $726K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Add +29.0% | 48,459 | $695K |
| Stifel Financial Corp. | 0.00% | Reduce -26.0% | 47,949 | $688K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.0% | 46,879 | $672K |
| Formidable Asset Management, LLC | 0.10% | No change | 42,422 | $615K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 42,414 | $608K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 41,676 | $598K |
| Choreo, LLC | 0.01% | Reduce -3.2% | 38,862 | $569K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -12.8% | 39,275 | $563K |
| Rpo LLC | 1.67% | No change | 39,270 | $563K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -39.0% | 37,497 | $538K |
| Readystate Asset Management LP | 0.04% | Reduce -39.1% | 37,514 | $538K |
| Quantedge Capital Pte Ltd | 0.47% | Add +5.9% | 36,100 | $518K |
| Stolper Co | 0.17% | Add +7.9% | 35,524 | $509K |
| Schnieders Capital Management LLC | 0.08% | Reduce -1.5% | 32,300 | $463K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -10.7% | 30,249 | $434K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -25.3% | 28,414 | $407K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 28,315 | $406K |
| Diversify Advisory Services, LLC | 0.01% | No change | 26,241 | $377K |
| Wedbush Securities Inc. | 0.01% | Add +0.5% | 25,681 | $368K |
| Leo Wealth, LLC | 0.03% | No change | 23,000 | $330K |
| Mariner, LLC | 0.00% | Reduce -45.4% | 21,078 | $302K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -7.2% | 20,963 | $301K |
| Summit Financial, LLC | 0.01% | New | 19,000 | $278K |
| Lido Advisors, LLC | 0.00% | New | 18,436 | $270K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | Reduce -4.5% | 16,676 | $239K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 15,979 | $229K |
| HighTower Advisors, LLC | 0.00% | New | 15,971 | $229K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -6.2% | 15,016 | $215K |
| Integrated Capital Management, Inc. | 0.16% | Add +3.3% | 14,528 | $208K |
| Accredited Investor Services, LLC | 0.16% | Reduce -1.3% | 14,479 | $208K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 14,473 | $208K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 14,341 | $206K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.3% | 13,867 | $199K |
| Allworth Financial LP | 0.00% | New | 13,432 | $193K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.8% | 13,327 | $191K |
| Kapstone Financial Advisors LLC | 0.09% | New | 12,665 | $182K |
| PKS Advisory Services, LLC | 0.04% | Reduce -0.2% | 12,387 | $178K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.1% | 12,109 | $174K |
| Merit Financial Group, LLC | 0.00% | Add +11.8% | 11,900 | $171K |
| Vista Investment Partners Ii, LLC | 0.07% | No change | 10,800 | $155K |
| World Investment Advisors | 0.00% | Reduce -8.7% | 10,500 | $151K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 8,190 | $117K |
| PFS Partners, LLC | 0.05% | Add +2.1% | 7,401 | $106K |
| Fortitude Family Office, LLC | 0.03% | New | 6,060 | $87K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $86K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $75K |
| Eastern Bank | 0.00% | No change | 5,038 | $72K |
| Comerica Bank | 0.00% | Reduce -26.4% | 4,398 | $63K |
| TD Private Client Wealth LLC | 0.00% | No change | 3,540 | $51K |
| Elequin Capital, LP | 0.01% | Add +219.2% | 2,857 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 2,837 | $41K |
| FNY Investment Advisers, LLC | 0.02% | No change | 2,800 | $40K |
| US Bancorp \de | 0.00% | No change | 2,648 | $38K |
| United Community Bank | 0.01% | No change | 2,550 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,800 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 1,208 | $17K |
| Costello Asset Management, INC | 0.01% | Add +2.0% | 1,104 | $16K |
| WPG Advisers, LLC | 0.01% | Reduce -35.1% | 1,008 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | New | 805 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.7% | 662 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 550 | $8K |
| NFSG Corp | 0.00% | New | 500 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 311 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 277 | $4K |
"% of holder's portfolio" is DIAX's weight in each manager's 13F, not the share of Nuveen Dow 30 Dynamic Overwr the manager owns.